Are you confident in your retirement plan?

At Financial Knowledge Institute, it’s our job to find out.

Financial Knowledge for All

Everyone deserves financial confidence. That’s why we created our Community Education series, designed to educate and empower individuals to take charge of their financial future.

Our Community Education courses include:

  • Strategies to Optimize Your Social Security Benefits
  • Retirement and Tax Code Changes
  • Alternatives to the Stock Market

Join an FKIWorkshop

Our speakers include financial advisors, attorneys, mortgage brokers, real estate professionals, tax professionals and long-term care insurance professionals who donate their time to provide complimentary, on-site, unbiased, non-selling financial informational workshops.

UPCOMING EVENTS:

July 31
Strategies to Optimize Your Social Security Benefits Workshop
6:00 pm | West Valley College-Fox Center
August 1
Strategies to Optimize Your Social Security Benefits Workshop
6:00 pm | West Valley College-Fox Center

Our Mission

With so many demands on our time today, numerous studies have shown many people do not plan for their financial futures as much as they would for social events. This is why the Financial Knowledge Institute, a 501(c)(3) nonprofit organization, was formed. We have enlisted the aid of professionals from many areas in order to service many aspects of a person’s financial plan — real estate, estate planning and financial guidance. These professionals enjoy informing people and are rewarded by prominence in their communities. They have held workshops of all sizes and types for both public and private industries.

We believe that for workshop attendees to be able to learn, the professionals leading our workshops mustn’t be selling anything and shouldn’t discuss specific products. All of our speakers adhere to that belief.

About FKI

Help your employees relieve some of their stress by outsourcing your company’s education requirements to The Financial Knowledge Institute (FKI) for no charge. The FKI is a nationwide 501(c)(3) nonprofit organization that helps employees and communities by increasing financial education. The speakers come from your community and include financial advisors, attorneys, mortgage brokers, real estate professionals, tax professionals and long-term care insurance professionals who donate their time to provide complimentary, on-site, unbiased, non-selling financial informational workshops. Additionally, each speaker generously offers no-obligation consultation time to workshop attendees who need assistance with their personal situations.

Discover how we can help your employees plan for their futures.

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